+73.0%
VEA vs PBF
+80.0%
-7.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.4% | 0.0% |
| 7D | +2.3% | +6.5% | -4.2% | +2.1% |
| 30D | +0.2% | -20.0% | +20.2% | +0.8% |
| 3M | -5.3% | -3.3% | -2.0% | -5.4% |
| 6M | -0.9% | +76.8% | -77.7% | -3.0% |
| YTD | +12.2% | +168.9% | -156.7% | +5.2% |
| 1Y | +16.1% | +96.4% | -80.3% | +11.6% |
| 3Y | +73.0% | +77.2% | -4.2% | +59.2% |
| All | +73.0% | +80.0% | -7.1% | +59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PBF wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling